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27.02.26 - 22:48
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Top Nike Distributor Sounds Profit Alarm As BNP Says China Remains "Red Flag" (ZeroHedge)
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Top Nike Distributor Sounds Profit Alarm As BNP Says China Remains "Red Flag"
Nike has reported declining quarterly sales in China, where demand remains under pressure from mounting macroeconomic headwinds, and the brand continues to lose market share to newer competitors. This weakness has dented the shoemaker's broader turnaround efforts and suggests a much-needed reset in the Chinese market.
The stock is down 65% from its 2021 peak and is now trading at 2017 levels, as investors hope management will accelerate a turnaround plan to reverse this devastating multi-year bear market. However, a profit warning from a major distribution channel and commentary from BNP Paribas analyst Laurent Vasilescu only suggest more trouble ahead.
On Friday, Pou Sheng, a major distribution and retail channel for Nike in Greater China, warned that its 2025 attributable profit will likely plunge 57% year over year to RMB 211 million, while revenue is expected to decline 7.2% to RMB 17.1 billion.
Management blame...
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05.02.26 - 12:06
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BNP Paribas will nach Gewinnsprung weiter Kosten kürzen - Kurssprung (Cash)
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- Die französische Grossbank BNP Paribas hat das Jahr 2025 mit einem überraschend guten Quartal abgeschlossen. Bankchef Jean-Laurent Bonnafe hob nun seine Ziele für die kommenden Jahre an. So soll die Rendite auf das materielle Eigenkapital bis 2028 auf mehr als 13 Prozent steigen, wie das Geldhaus am Donnerstag in Paris mitteilte. Bisher hatte der Manager rund 13 Prozent angepeilt. Nun setzt er erneut den Rotstift bei den Betriebskosten an. Anleger an der Börse reagierten begeistert....
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09.01.26 - 04:42
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BNP′s Mateos y Lago on Outlook for 2026 (Bloomberg)
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BNP Paribas Chief Economist Isabelle Mateos y Lago speaks on Bloomberg TV about the growth outlook for equities in 2026, and shares her thoughts on whether optimism towards AI and tech stocks will endure. (Source: Bloomberg)...
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10.11.25 - 13:31
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US Senate Advances Plan to End Government Shutdown; AI Doubts on TSMC Sales | The Pulse 11/10 (Bloomberg)
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests: Sophie Huynh, BNP Paribas Asset Management; Michele Della Vigna, Goldman Sachs; Berthold Schmidt, Trumpf CTO (Source: Bloomberg)...
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